Tax, accounting, and legal guidance — together in one office.

Build, operate, or transfer a business

For owners deciding how to form, structure, run, or eventually sell a business. Greg advises on the legal structure and the tax and accounting implications together — so entity choice, ownership, and exit plans align.

• Business formation and entity selection (LLC, S-corp, partnership, corporation)
• Operating agreements, bylaws, and ownership structure
• Contracts, engagement letters, and vendor agreements
• Purchase and sale of closely held businesses
• Bookkeeping, accounting, and month-end financial reporting
• Business consulting and coordination with other advisors

Navigate real estate decisions

For buyers, sellers, landlords, and tenants working through Massachusetts real estate matters. Transactions rarely stand alone — Greg considers the financing, tax basis, and ownership implications as part of the deal.

• Residential purchase and sale representation
• Commercial real estate transactions
• Commercial and residential lease review and negotiation
• Ownership structure considerations (individual, LLC, trust)
• Coordination of closing documentation and title matters
• Tax basis, depreciation, and cash flow implications

Protect your family and legacy

For families and individuals thinking about the people and assets they have worked to protect. Greg brings the tax perspective into estate documents so plans are aligned with what actually happens when they are used.

• Wills, codicils, and beneficiary planning
• Durable Powers of Attorney
• Massachusetts Health Care Proxies
• Tax-aware estate planning strategies
• Coordination with retirement, business, and property interests
• Guidance for executors, personal representatives, and family members

Stay ahead of tax obligations

For individuals and businesses that want their taxes handled with steady, year-round attention — and someone to call when the IRS sends a letter or the books need to be caught up.

• Personal (Form 1040) tax preparation and planning
• Business tax returns (S-corp, partnership, corporate, sole proprietor)
• Multi-state and prior-year returns and amendments
• IRS notices, examinations, and representation
• Bookkeeping and monthly financial reporting
• Estimated payments, deadlines, and year-end planning